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JTNYJPMorgan New York Tax Free Bond ETF

Get incomeNewRanked #1,606 of 1,706 in this goal

Seeks to provide monthly dividends exempt from federal income tax and New York State and City personal income taxes.

Launched 2026

Annual Cost

Fund Size

Return (1Y)

N/A

Track Record

3 months

#5,676 of 6,033 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,626-3.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Index tracked

Bloomberg New York Municipal Bond Index

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-4.0%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to provide monthly dividends exempt from federal income tax and New York State and City personal income taxes.
Strategy
Invests primarily in municipal obligations issued by New York and its political subdivisions, aiming for monthly tax-exempt income. Normally allocates at least 80% of assets in these bonds, with a focus on preserving capital and providing income.
Inception date
June 15, 2026

Next steps

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Data updated on 2026-09-16